Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HELIUM ADVISORS LLC1 year Service code 49 · EIN 81-0747361 | Other Services | $25,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,124 | $91,517-16.8% | $101,271-24.8% | $73,412+3.7% |
| Participation rate | 48.0% | 73.8%-25.8pp | 75.8%-27.8pp | 72.2%-24.2pp |
| Annual return | 10.69% | 17.17%-6.5pp | 46.48%-35.8pp | 59.30%-48.6pp |
| Employer contribution / active EE | $823 | $2,877-71.4% | $3,660-77.5% | $2,234-63.2% |
| Participant deferral / active EE | $3,184 | $3,338-4.6% | $4,371-27.2% | $3,806-16.3% |
| Admin fee / account holder | $261 | $216+20.7% | $5,948-95.6% | $158+65.0% |